[6/25/2025] VP, Financial Consultant – Fort Lauderdale, FL Position Available In Broward, Florida

Job Description:

Position Type:

Regular Your opportunity In addition to thesalary range, this role is also eligible for bonus or incentiveopportunities. Click the link below to review our InvestmentProfessionals’ incentive structure. Investment Professionals’Compensation | Charles Schwab At Schwab, you’re empowered to makean impact on your career. Here, innovative thought meets creativeproblem solving, helping us “challenge the status quo” andtransform the finance industry together. Schwab’s branch team is atthe heart of our firm’s commitment to helping clients own theirfinancial futures. In this exciting role, you’ll give clientsfinancial guidance while forming lasting relationships built ontrust, respect, and reaching a common goal. You’ll also have theability to take charge of your own professional journey with oursupportive, nurturing culture and diverse set of careeropportunities. As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providingthem with wealth management and financial planning advice. Overtime, you’ll grow your practice holistically through client assetconsolidation, networking, and earning client referrals. If youcurrently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients

• this role isfor you.

What you have

Required Qualifications:

• A valid andactive FINRA Series 7 license required
• Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as itwill be required during your tenure on the job.

PreferredQualifications:

• Ability to build strong relationships, engage andencourage trust, and deepen the client relationship by applying afocused client communication strategy, and exceeding clientexpectations.
• Strong candidates will also learn to leverage ourteam of Schwab specialists, Schwab advice guidelines, yourknowledge of the markets, and your ability to inspire action tohelp your client’s progress toward achieving their goals.
• Openness to manage wealth on behalf of our clients including:

Retirement Planning, Education Planning, Investment Management,Banking & Lending Management, Insurance & Risk Management, andEstate Planning

• Ability to adapt and implement change as themarket and business conditions evolve
• Passion for communityengagement to share and engage clients in discussion about marketconditions, sound investing principles, and the ideal wealth andlong-term investment strategies for their personal situation
• Desire to provide an outstanding investor experience in additionalto furthering your own professional development in WealthManagement.

What’s in it for you At Schwab, we’re committed toempowering our employees’ personal and professional success. Ourpurpose-driven, supportive culture, and focus on your developmentmeans you’ll get the tools you need to make a positive differencein the finance industry. We offer a competitive benefits packagethat takes care of the whole you

• both today and in the future:
• 401(k) with company match and Employee stock purchase plan
• Paidtime for vacation, volunteering, and 28-day sabbatical after every5 years of service for eligible positions
• Paid parental leave andfamily building benefits
• Tuition reimbursement
• Health, dental,and vision insurance